Private Equity Strategies
Private Equity Strategies
We believe investing with a high-quality, diversified group of Limited Partnerships led by experienced General Partners will provide enhanced diversification and deliver excess returns to investors. We participate in partnerships that focus on established industries with sustainable, profitable growth.
Investment Committee
Chris Lagan, CFA
Portfolio Manager | Committee Chair
Chris joined Congress Asset Management in 1993, and serves as the firm’s Chief Operating Officer. Since 2002, he has been a Principal and member of the firm’s Management Committee, which is responsible for strategic planning to advance the company’s mission and objectives. He is also chair of the Private Equity Committee, which oversees sourcing, due diligence, and commitments to over $1 billion in private equity allocations. Additionally, he serves as an advisory board member for several private equity funds.
An avid cyclist and runner, he also maintains a small apiary at his home in Medway, MA. Chris is a CFA charterholder, and member of the CFA Society Boston and the CFA Institute.
Education:
MBA; Boston University
BA; St. Michael's College
Martine Elie, CFA
Vice President | Portfolio Manager
Martine has been with Congress Asset Management since 1999. She chairs the Dividend Growth Strategy, and is a member of the firm's Large Cap Growth and Private Equity Investment Committees. In addition, she is part of the firm's Investment Oversight Committee. In her role as Portfolio Manager, she relies upon her 20 years of investment experience to advise institutional and high net worth clients, ensuring adherence to portfolio risk controls and implementing equity recommendations. Prior to joining Congress, she began her career as an equity research analyst with Majendie Charlton Securities. She is a CFA charterholder and a member of the CFA Society Boston, CFA Montreal and the CFA Institute. During her spare time, she is a member of St. Benedict Elementary School’s Annual Fund Committee.
Education:
MBA; Northeastern University
BBA; HEC Montreal
John Fitzgerald, CFA
Vice President | Portfolio Manager
John has been with Congress Asset Management since 2001. He is a member of both the SMid Core Opportunity and Small-Cap Growth Investment Committees. Prior to joining the firm, he spent seven years with Gannett Welsh and Kotler and MG Financial, providing personal financial advice to high net worth individuals in areas such as asset allocation and estate and tax planning. Previously, he was a financial analyst with Wellington Management Co., where his responsibilities included researching corporate financial statements, budgets, and cash flow. He is a CFA charterholder and a member of the Boston Securities Analysts Society (BSAS) and the CFA Institute.
Education:
MBA; Suffolk University
BBA; University of Massachusetts
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Private Equity Strategies